Related Products
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About
Keep all your data and dashboards as Pipeline Manager moves you into the future. Reps love the Pipeline because we give them 'what's next.' This is a clear, consistent visual language for planning and strategizing. Selling is complicated enough without having to connect critical bits from 5 or 10 separate forms. Selling professionals need exactly one place to tell, review, and strategize each complete, complex story. Don't wait for the future. Steer it with the most innovative and flexible process tools. Ever. Stay ahead of the curves with a CEO-simple system. Now coaches can make their great advice scalable across the team. Instantly. CRM suppliers always say this is the user’s fault. We say users were never the problem. CRM is the Problem. Pipeline Manager disrupts CRM. We disrupt the entire user experience without disturbing our customer’s data, their reports or their dashboards. You keep all the great advantages of the amazing, secure power of a world-class CRM.
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About
Sterling Stock Picker is an award-winning stock-picking software designed to empower individuals to invest confidently, regardless of their experience level. It offers a user-friendly interface that guides users through discovering their risk tolerance, selecting stocks aligned with personal values, and building a diversified portfolio. Key features include the North Star Ranking System, which provides clear buy, sell, hold, or avoid recommendations based on a comprehensive analysis of over 60,000 publicly traded companies. It integrates real-time data, social sentiment analysis, and financial metrics to deliver actionable insights. Users can access Finley, an AI-powered financial coach, for personalized guidance and strategic investment advice. Additionally, Sterling Stock Picker offers educational resources through the PRO$PER system, providing on-demand courses to enhance financial literacy and investment skills.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
CRM solution for businesses
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Audience
Individuals seeking a platform to confidently manage and grow their investment portfolios
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$29 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPipelineManager
United States
www.pipelinemanager.com
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Company InformationSterling Stock Picker
United States
sterlingstockpicker.com
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
No info available.
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Integrations
No info available.
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